Financial Adviser · DOUBLE BAY, NSW

Grant Goldsworthy

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000435423

Grant Goldsworthy is a financial adviser based in Double Bay, New South Wales, with 13 years of experience in the financial services industry. Grant is currently authorised under The Principal Edge Pty. Ltd.. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of Technology Sydney. Grant is a member of Financial Advice Association of Australia (FAAA) and TPB.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Commerce (Marketing)
Western Sydney University
2003
Master of Business Administration
University of Technology Sydney
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2022 - Present Current
Aug 2019 - Jun 2022 Ceased
Dec 2018 - Mar 2021 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Mar 2013 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register